HHM Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Sell |
23,977
-4,226
| -15% | -$426K | 0.29% | 30 |
|
|
2025
Q1 | $2.84M | Buy |
28,203
+4,307
| +18% | +$434K | 0.38% | 21 |
|
|
2024
Q4 | $2.4M | Sell |
23,896
-578
| -2% | -$58K | 0.33% | 29 |
|
|
2024
Q3 | $2.47M | Buy |
24,474
+2,955
| +14% | +$298K | 0.35% | 25 |
|
|
2024
Q2 | $2.17M | Sell |
21,519
-563
| -3% | -$56.7K | 0.33% | 28 |
|
|
2024
Q1 | $2.22M | Buy |
22,082
+4,188
| +23% | +$422K | 0.37% | 28 |
|
|
2023
Q4 | $1.79M | Buy |
17,894
+8,272
| +86% | +$829K | 0.31% | 28 |
|
|
2023
Q3 | $969K | Buy |
9,622
+3,882
| +68% | +$391K | 0.19% | 46 |
|
|
2023
Q2 | $578K | Sell |
5,740
-1,325
| -19% | -$133K | 0.11% | 68 |
|
|
2023
Q1 | $711K | Sell |
7,065
-477
| -6% | -$48K | 0.15% | 55 |
|
|
2022
Q4 | $755K | Buy |
7,542
+1,775
| +31% | +$178K | 0.17% | 46 |
|
|
2022
Q3 | $578K | Buy |
5,767
+67
| +1% | +$6.72K | 0.15% | 48 |
|
|
2022
Q2 | $571K | Buy |
5,700
+5,677
| +24,683% | +$569K | 0.15% | 57 |
|
|
2022
Q1 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 670 |
|